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DEPARTMENT: Planned Giving and Endowments

REPORTS TO: SVP, Financial Resource Development (FRD)

The Jewish Federations of North America (“JFNA”) represents 148 Jewish Federations and over 300 Network communities, which raise and distribute more than $3 billion annually for social welfare, social services and educational needs. The Federation movement, collectively among the top 10 charities on the continent, protects and enhances the well-being of Jews worldwide through the values of tikkun olam (repairing the world), tzedakah (charity and social justice) and Torah (Jewish learning).

THE POSITION

This position is expected to provide leadership and direction to JFNA’s planned giving and endowment program, offering services and resources to a network of 148 Jewish Federations of varying scope and sophistication. Position seeks to create collaboration throughout departments at JFNA to inform and catalyze national giving. The Associate Vice President is expected to instill a heightened and broader focus on the importance of making planned giving and participatory philanthropy an essential aspect of Federations’ financial resource development strategies. Position places the department in a central, prominent and leadership role in creating, informing and promoting best practices to the field in planned giving. Internally, the PG&E department of approximately 5 staff is core to the overall Financial Resource Development department and JFNA’s approach to fundraising.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Management and Supervision:

Direct PG&E Team – supervise, train, and support a departmental team of experts; encourage and facilitate an exchange of information and ideas; support the professional development of the team

Staff the JFNA Endowment Committee- work with leadership to advance department’s goals and objectives and manage the annual grants process related to JFNA endowments.

Integration with Financial Resource Development Team – lead and model the integration of PG&E fundraising into the range of Federations’ fundraising strategies and approaches.

Manage departmental budget

Consultative and Support Services to Local Federations and Jewish Community Foundations:

Continuing education and training – look for or create opportunities for growth and development for both volunteer and professional staff engaged in this field.

Investment management - support and provide information and resources on best investment management practices

Marketing – provide focused materials and web resources on endowment development to support local programs.

Recognition – maintain national recognition program for local donors who make significant endowment commitments in their home communities including the LOJE and Pace programs

Central Services:

Thought Leadership – by consulting with those in the field, and drawing on his or her own experience, the Director will help find creative new ideas, developing areas of concern and otherwise be a driver to help fuel growth in planning giving across the country